Financial Consulate’s JPMorgan Active Value ETF JAVA Stock Holding History

Financial Consulate’s Portfolio JAVA Stock Details JAVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$29.8K	Buy	+374	New	+$30.5K	﹤0.01%	445

Other funds holding JAVA

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Financial Consulate's JAVA Position: Q3 2026 in Review

Financial Consulate opened a new position in JPMorgan Active Value ETF (JAVA) in Q3 2026: 374 shares worth $29.8K. The stake represents ﹤0.01% of the portfolio and ranks #445 among its holdings.

94 funds tracked by Wall St. Rank hold JAVA as of Q3 2026.

Financial Consulate held 374 shares of JPMorgan Active Value ETF worth $29.8K as of Q3 2026.
JPMorgan Active Value ETF was a new Financial Consulate position in Q3 2026.
JPMorgan Active Value ETF made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #445 holding.
94 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.